A complete list of active advisors currently associated with Unitas Partners LLC

Warmer can help you find a great advisor at Unitas Partners LLC or one who fits your needs even better.

Unitas Partners LLC is a small independent advisory firm that provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, and small businesses. Its stated services include retirement and estate planning, insurance advisory, debt and cash‑flow management, and both tax planning and tax return preparation. The firm describes an investment approach grounded in fundamental analysis with a tendency toward long‑term purchases across equities, fixed income, mutual funds, and ETFs, and it accepts discretionary authority while allowing clients to impose investment restrictions. Accounts are reviewed quarterly and the firm also offers project‑based financial planning on an hourly basis. A distinctive feature is that the firm’s principal is a licensed CPA and tax accountant and the adviser is affiliated with accounting services, enabling integrated tax preparation and advisory offerings—an arrangement the brochure notes as a potential conflict that is managed through disclosure and periodic review. The brochure also discloses that the firm does not aggregate client trade orders (which can increase transaction costs for individual accounts) and that it is not accepting new clients and reports zero assets under management.

To learn more about the advisors currently working at Unitas Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.